DOSSIER · 13F-HR · Q1 2026
Bouvel Investment Partners, LLC
$345M in tracked AUM across 78 positions as of Q1 2026.
BI
CIK 0001839122 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Bouvel Investment Partners, LLC
1. Portfolio Overview
Bouvel Investment Partners, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 97.3%, growing from $175.83M to $346.88M. This near-doubling of assets under management (AUM) suggests a substantial influx of capital or strong market performance on existing holdings during a period of market...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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